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UAW deal dependent on pension restoration, EV battery plants

(Credit: Ford)

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The United Auto Workers (UAW) union seems to be nearing updated agreements with Ford, General Motors (GM) and Stellantis after ongoing strikes have plagued the automakers for nearly four weeks following the expiration of previous worker contracts.

According to the union and the companies, the so-called “Big Three” have offered to increase wages by between 20 and 23 percent over a four-year period in the latest contract updates (via Reuters). Ford and Chrysler parent Stellantis have also reinstated cost-of-living adjustments (COLA) and have cut the time it takes temporary employees to reach top pay.

Still, more progress is needed for the union and the automakers to reach an agreement.

Reuters reports that the most significant remaining obstacles to a deal are pension plans and the inclusion of future electric vehicle (EV) battery plants in the contracts. The UAW is demanding the companies restore defined benefit pension plans ruled out in 2007, along with including workers at future battery plants within the contracts.

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None of the automakers have offered the restoration of pre-2007 pension plans at this point.

Ford offers UAW “unprecedented” pay raises in its seventh offer

Reuters notes that restoring pre-2007 defined pension plans would add multibillion-dollar liabilities back into company balance sheets, which were largely unloaded by both GM and Chrysler in 2009 when the companies filed for bankruptcy.

Although automakers haven’t offered to restore the defined pension plans, people familiar with the talks say that negotiations have touched on potential solutions with added income security. These solutions have looked at the automakers offering annuities as an investment option for 401(k) savings plans, and Stellantis explored a more generous 401(k) offering with a potential annuity plan in a September 22 proposal to the UAW.

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Additionally, Ford and GM reached contract agreements with the union Unifor, which represents the company’s many workers at Canadian manufacturing facilities. Notably, the agreements included plans to shift workers to hybrid retirement plans through nonprofit fund manager CAAT, which will work like defined-contribution retirement plans and will avoid adding benefit liability to the company’s balance sheets.

The inclusion of EV battery plant workers has also been a key component of negotiations, with Ford CEO Jim Farley recently saying that the UAW had been holding the automaker “hostage” over future battery plants — despite the company not having hired for the facilities yet.

The automaker also halted construction on a Michigan battery plant being built in conjunction with Chinese manufacturer Contemporary Amperex Technology Co (CATL) late last month. Ford also plans to work with South Korean battery manufacturer SK On on three other battery plants.

“While Ford remains open to the possibility of working with the UAW on future battery plants in the United States, these are multi-billion-dollar investments and must operate at competitive and sustainable levels,” Ford said in a more recent statement.

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GM avoided additional strike escalations last week after making last-minute concessions to include joint venture battery plants under the contracts. As of negotiations on Wednesday, GM has not revealed further details about the wage or benefit details of the agreement.

What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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Tesla expands massive safety feature worldwide in latest update

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Credit: Tesla

Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”

Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.

For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.

The release notes state (via Not a Tesla App):

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“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”

Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.

Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.

The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.

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Tesla sends production Cybercab with no steering wheel, pedals to on-road testing

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Credit: Tesla

Tesla confirmed this morning that it has sent the first production units, manufactured with no steering wheel or pedals, to on-road testing in Austin, sharing video of the first rides with no human controls.

The lack of steering wheels and pedals in the Cybercab aligns with Tesla’s self-certification of Robotaxi as Level 4 SAE, a platform it plans to make widespread through internal vehicles and customer-owned cars that will operate and generate revenue for individuals.

The start of these engineering tests is a major signal for Tesla, which plans to bring driverless, wheel-less, and pedal-less Cybercabs to market in the coming months. With production already well underway at Gigafactory Texas, where the Cybercab is built, there is some inclination to believe the first public rides could happen sooner rather than later.

Tesla’s engineering tests will put the Cybercab in real-world scenarios, testing not only the hardware, but more importantly, the software that drives the car around Austin with nobody supervising it within the car.

This is perhaps the biggest part of the internal testing process, especially prior to allowing regular, everyday people to hail the Cybercab for an autonomous ride. These early rides serve as a true benchmark for Tesla: How many rides can it achieve safely? How many miles did it travel consecutively without needing an intervention? What scenarios challenge the Full Self-Driving suite the most?

The proper precautions have already been put into place as well, as Tesla released the First Responders Guide to Cybercab over the weekend, ensuring that emergency services have 24/7 access to Robotaxi Assistance, as well as other boundaries, such as Geofencing features that can be used to redirect autonomous vehicle traffic due to accidents, road closures, construction, or maintenance.

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Cybercab seems genuinely close to being added to the Robotaxi fleet in Austin, but Tesla has prioritized safety throughout this entire process. Therefore, we think it could be months before it truly starts giving rides to the public. People have been frustrated with this, but Robotaxi in Austin has a tremendous safety record so far, so the slow rollout has kept people safe and accidents to a minimum.

The most important thing is that Tesla continues to show consistent progress in the Cybercab’s ramp-up toward fleet addition. A few weeks back, we saw the EPA reward the Cybercab a Certificate of Conformity, allowing it to enter the stream of commerce. Then, we saw Tesla add decals, signaling that it was likely about to start testing it publicly. That has now happened.

The next big move will be the announcement of the first rides, so this Summer should be filled with anticipation.

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Elon Musk

Tesla Phone? Not quite, but close: analyst

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elon musk phone
Photo: Boss Hunting.com.au

For years, there have been images and videos across social media platforms that have reminded me of when I was a 15-year-old kid teased by “Xbox 720” videos on YouTube. These videos are of the supposed “Tesla Phone” that Elon Musk was secretly developing in between leading Tesla with its electric cars and SpaceX with its reusable rockets.

Although Musk has put those rumors to bed several times, it was never completely out of the realm that he could get involved in cell phones in some capacity. Think outside the box and more macro-level, though. Instead of reinventing the computer, Musk reinvented connectivity by developing Starlink with SpaceX.

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It could be something similar, TD Cowen analyst Gregory Williams said in a note last week, where he hinted SpaceX could be gathering some steam to acquire T-Mobile.

Williams said it would be the “clear choice” for SpaceX if it decided to go through with a network acquisition. He also suggested AT&T.

The move would be possible through selling more of its own stock, which would help SpaceX raise the money to purchase T-Mobile, which would cost roughly $300 billion. It could be one of the moves SpaceX makes post-IPO in terms of an acquisition: it already acquired Cursor AI for $60 billion.

Other analysts, like Dan Ives of Wedbush, believe SpaceX and Tesla will eventually merge into one anyway, and that conglomeration could come as soon as this year, some have said.

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The implications of SpaceX purchasing T-Mobile are massive. A combined entity would create a truly ubiquitous network: T-Mobile’s terrestrial 5G towers and Starlink’s growing constellation of Direct-to-Cell satellites. This would essentially eliminate dead zones across the U.S. and potentially globally.

SpaceX would instantly become a full-scale facilities-based carrier with satellite differentiation; a huge advantage. This would pressure AT&T and Verizon heavily.

There are also concerns like a potential reduction in long-term competition, and of course, a deal of that size would face intense scrutiny from government agencies.

The strategic fit is compelling due to the existing Starlink–T-Mobile partnership and complementary technologies (space + terrestrial). It could create a dominant integrated communications player. However, the regulatory, financial, and execution hurdles are enormous — this remains highly speculative with no indication SpaceX is actively pursuing it right now.

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